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Vanguard · 1 day ago

Sales Executive

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Vanguard is a leading investment management company focused on the long-term financial wellbeing of its clients. They are seeking a Sales Executive to identify and develop relationships with Ultra High Net Worth individuals, implement strategic sales plans, and collaborate with internal partners to provide comprehensive solutions.

FinanceFinancial Services

No H1B

Responsibilities

Proactively identify and pursue new business opportunities with Ultra High Net Worth individuals and families

Partner with Relationship Managers to identify and prioritize lead opportunities within current client base, coordinate outreach efforts, and share feedback to refine lead generation strategies

Effectively present Vanguard's investment capabilities, products, and services, including investment management, retirement planning, estate planning, and tax optimization strategies

Develop and implement strategic sales plans to achieve and exceed individual and team targets

Collaborate with internal partners to deliver comprehensive solutions to clients. Stay informed about market trends, regulatory changes, and new products in the Wealth Management industry

Participate in networking events, seminars, and community activities to enhance the organization's visibility and attract new clients

Maintain accurate records of client interactions, sales activities, and pipeline management in the CRM system

Qualification

Series 7Series 63Series 65CFAFinancial services experienceInvestment products knowledgeTrust buildingCommunication skillsPresentation skillsNegotiation skills